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Results: 109 Matches

Apr 08, 2024 Macro

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Multi Asset, Alternatives, Equities, Fixed Income
Mar 27, 2024 Fixed Income

Investing is a cinch

By: Björn Jesch

The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.

Fixed Income
Mar 20, 2024 Letter to Investors

AI must fix it

By: Björn Jesch

No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.

Alternatives, Fixed Income, Equities, Macro, Multi Asset
Mar 19, 2024 Forecasts

Our forecasts

All forecasts at a glance

Macro, Multi Asset, Equities, Fixed Income, Alternatives
Mar 11, 2024 Fixed Income

Pensions and Fixed Income: A Window of Opportunity to De-risk

By: Tommy Law

Supporting transformation and sustainability ambition

Fixed Income, Private Equity
Feb 23, 2024 Fixed Income

Italian government bonds beat Bunds

The BTP/Bund spread falls impressively

Fixed Income
Feb 12, 2024 DWS Research Institute

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Multi Asset, Fixed Income
Feb 02, 2024 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Jan 25, 2024 Fixed Income

Danger of rising yields if Trump is re-elected?

Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.

Americas
Jan 09, 2024 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Dec 12, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Nov 29, 2023 Macro

10 themes for the year 2024

By: Björn Jesch

CIO View Special

Macro, Alternatives, Equities, Fixed Income, Allocation, ESG, Artificial Intelligence, Digitalization
Nov 29, 2023 Fixed Income

Bonds – strong year ahead

After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.

Fixed Income, Bonds
Nov 22, 2023 Letter to Investors

2024 – it could be good, by year end

By: Björn Jesch

How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.

Alternatives, Fixed Income, Equities, Macro, Multi Asset
Nov 22, 2023 Forecasts

Our forecasts

All forecasts at a glance

Alternatives, Currencies, Equities, Fixed Income, Macro
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